See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,848 | $175,202+59.7% | $149,673+87.0% | $139,434+100.7% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 20.54% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $12,322 | $5,474+125.1% | $4,818+155.8% | $4,751+159.4% |
| Participant deferral / active EE | $10,634 | $6,519+63.1% | $5,680+87.2% | $6,710+58.5% |
| Admin fee / account holder | $2,841 | $16,150-82.4% | $13,210-78.5% | $11,403-75.1% |